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Page 1: Banner Student 5.x: Registration

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Version 1.3

July 10 , 2002

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Define session organization

Session Manual Key

Discussion: Look, listen, interact, and learn! These pages will focus on concepts, highlight certain topics/items, or even ask for your feedback.

Procedure: Look, listen. That’s basically it…watch the demonstration and follow along in your manual.

On Your Own Activity: The instructor talked about it, you’ve seen it…now perform the task following the steps provided.

Exercise: Test your knowledge and skills! Complete the exercise per the instructions. If you need help…just ask! We want you to succeed.

This session was designed to be instructor led and follows traditional classroom activities you may have been previously exposed to. In this course, the instructor will present information about how to use the Registration module of the Student Information System. You will be asked to complete activities/exercises in this manual. Following along in the manual will help you complete this course successfully.

Please avoid using your computer until the instructor has asked you to do so.

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Define course pre-requisites

The following is a recommended course sequence:1)Banner Student Overview

The following is a recommended course sequence:1)Banner Student Overview

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Define session agenda

Lesson 1: Student Status & SchedulingTopic 1: View a student’s schedule of classes Topic 2: Access tuition and fees charged to a student Topic 3: Review term registration history Topic 4: Query registered students by class section

Lesson 2: Course Registration RestrictionsTopic 1: Determine if there are material fees for a class section Topic 2: Access defined registration permits/overrides

Lesson 3: Student Registration RestrictionsTopic 1: Access registration permits Topic 2: Determine maximum registered credit hours Topic 3: Access course prerequisite/transcript completion

Lesson Introduction & Review of Banner Commands

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Define Banner’s Student Information System

Banner 2000 supports the integrated flow of information throughout Wayne State. It assists the user in resource management. Banner continues this tradition with the Student Information System. The Student Information System supports the full range of functions necessary for student administration, including: class schedule administration, admissions, academic history, degree audit reporting, registration, academic status, and holds.

Banner 2000 supports the integrated flow of information throughout Wayne State. It assists the user in resource management. Banner continues this tradition with the Student Information System. The Student Information System supports the full range of functions necessary for student administration, including: class schedule administration, admissions, academic history, degree audit reporting, registration, academic status, and holds.

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Review basic Banner commandsDirect Access: From the File menu enables you to go directly to a form using the form’s acronym.

Direct Access: From the File menu enables you to go directly to a form using the form’s acronym.

Block/Next: Moves the cursor to the next block that has at least one enterable field. If the next area is in another window, that window is opened.

• Key Strokes: Ctrl+PageDown

• Icon Button:

• Menu Command:

Block/Next: Moves the cursor to the next block that has at least one enterable field. If the next area is in another window, that window is opened.

• Key Strokes: Ctrl+PageDown

• Icon Button:

• Menu Command:

Enter Query: Clears the fields of a form to enable it to perform a query.• Key Stroke: F7

• Icon Button:

• Menu Command:

Enter Query: Clears the fields of a form to enable it to perform a query.• Key Stroke: F7

• Icon Button:

• Menu Command:

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Review basic Banner commandsExecute Query: Executes a query based on the information provided.

• Key Stroke: F8

• Icon Button:

• Menu Command:

Execute Query: Executes a query based on the information provided.• Key Stroke: F8

• Icon Button:

• Menu Command:

Rollback:• Application and inquiry forms: Clears all information (except key information)

and returns you to the first enterable field in the key block.• Validation forms: Returns you to the first enterable field on the form.• Query forms: Returns you to the first enterable field on the calling form.

o Key Stroke: Shift + F7o Icon Button:

Rollback:• Application and inquiry forms: Clears all information (except key information)

and returns you to the first enterable field in the key block.• Validation forms: Returns you to the first enterable field on the form.• Query forms: Returns you to the first enterable field on the calling form.

o Key Stroke: Shift + F7o Icon Button:

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Review basic Banner commandsExit: This command provides one of three functions,depending on one’s location within Banner: cancels a query, exits the current form, or exits Banner.

• Key Stroke: Ctrl + q

• Icon Button:

• Menu Command:

Exit: This command provides one of three functions,depending on one’s location within Banner: cancels a query, exits the current form, or exits Banner.

• Key Stroke: Ctrl + q

• Icon Button:

• Menu Command:

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Review forms

Banner displays information in forms. This is very similar to a screen in SIS. Each form in Banner Student has a seven character name. This name is an acronym that tells you about the type of information it contains, the University business process it’s related to, and much, much more.

Banner displays information in forms. This is very similar to a screen in SIS. Each form in Banner Student has a seven character name. This name is an acronym that tells you about the type of information it contains, the University business process it’s related to, and much, much more.

Form name

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Review forms

The information on the forms is organized into blocks. A block is a section of a form or window that contains information related to the current record. If a form or window contains more than one block, each block (except the key block) may be enclosed in a solid line box.

The information on the forms is organized into blocks. A block is a section of a form or window that contains information related to the current record. If a form or window contains more than one block, each block (except the key block) may be enclosed in a solid line box.

Most blocks have a title. There are three exceptions:

• A key block does not have a title.

• If a form or window has only one block, the block does not have a title.

• If a form has a key block and only one other block, the second block does not have a title.

Most blocks have a title. There are three exceptions:

• A key block does not have a title.

• If a form or window has only one block, the block does not have a title.

• If a form has a key block and only one other block, the second block does not have a title.

Key block

Other blocks

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Review forms

The first block on most forms contains key information. (Some forms, especially validation forms and certain list forms, do not have a Key block.) This Key block determines what is entered or displayed on the rest of the form. All information on the form refers to the Key block.

The first block on most forms contains key information. (Some forms, especially validation forms and certain list forms, do not have a Key block.) This Key block determines what is entered or displayed on the rest of the form. All information on the form refers to the Key block.

The Key block has at least one field and typically more. For example, a form that maintains financial information may have Key block fields for both a chart of accounts and a fiscal year. The Key block stays on the form as subsequent blocks appear. Occasionally, another window may appear on top of the Key block if the window is unusually large or if the key block is not pertinent to the window.

The Key block has at least one field and typically more. For example, a form that maintains financial information may have Key block fields for both a chart of accounts and a fiscal year. The Key block stays on the form as subsequent blocks appear. Occasionally, another window may appear on top of the Key block if the window is unusually large or if the key block is not pertinent to the window.

When the cursor is in the key block, enterable fields in the key block are enabled. These same fields are disabled when the cursor leaves the key block

When the cursor is in the key block, enterable fields in the key block are enabled. These same fields are disabled when the cursor leaves the key block

Key block

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Lesson 1: Student Status and Scheduling

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Lesson 1: Overview and Agenda

Lesson 1: Student Status and SchedulingOverview and Agenda

Lesson Overview

This lesson is meant to demonstrate how to best retrieve additional registration information based on a defined student identification number.

Lesson Overview

This lesson is meant to demonstrate how to best retrieve additional registration information based on a defined student identification number.

Lesson Agenda

Topic 1: View a student’s schedule of classesTopic 2: Access tuition and fees charged to a student (TSAAREV)Topic 3: Review term registration history (SFASTCA)Topic 4: Query registered students by class section (SFASLST)

Lesson Agenda

Topic 1: View a student’s schedule of classesTopic 2: Access tuition and fees charged to a student (TSAAREV)Topic 3: Review term registration history (SFASTCA)Topic 4: Query registered students by class section (SFASLST)

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Topic 1: View a student’s schedule of classes

School or college personnel may need to verify a student’s registration for the purposes of tuition assessment, degree completion, and course sequencing considerations.

The purpose of the Registration Query Form is to maintain current and historical information about a student. This information is initially created when a decision is entered on the Admissions Decision Form (SAADCRV) that indicates that the applicant accepts the institution's offer of admission or when an applicant is admitted via the Quick Entry Form (SAAQUIK).

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

What you will learn in this topic:

• How to determine if a student is registered using the Registration Query Form (SFAREGQ)

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Procedure: View a student’s schedule of classes

1) Type SFAREGQ into the Direct Access field on the Banner Main Menu. The Registration Query Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFAREGQ form.

1) Type SFAREGQ into the Direct Access field on the Banner Main Menu. The Registration Query Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFAREGQ form.

4

2

3

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

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Procedure: View a student’s schedule of classes

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block of the form containing the student record for the term specified.

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block of the form containing the student record for the term specified.

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

6

5

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Discussion: View a student’s schedule of classes

a) Course Reference Number (CRN): Formerly known as the Call Number

b) Subject

c) Course Number

d) Section Number

e) Days & Time

f) Total Credit Hours

a) Course Reference Number (CRN): Formerly known as the Call Number

b) Subject

c) Course Number

d) Section Number

e) Days & Time

f) Total Credit Hours

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

a b c ed

f

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Discussion: View a student’s schedule of classes

Using the horizontal scrollbar at the bottom of this form you can also view the following information:

g) Building Location

h) Credit Hour: Credit hour value of the class

i) Campus

Using the horizontal scrollbar at the bottom of this form you can also view the following information:

g) Building Location

h) Credit Hour: Credit hour value of the class

i) Campus

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

g h i

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Discussion: View a student’s schedule of classes

Using the horizontal scrollbar at the bottom of this form you can also view the following information:

j) Instructor

Using the horizontal scrollbar at the bottom of this form you can also view the following information:

j) Instructor

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

j

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Procedure: View a student’s schedule of classes

1) Click on the red door icon (exit) to return the Main Menu.

1) Click on the red door icon (exit) to return the Main Menu.

Lesson 1: Student Status and SchedulingTopic 1: View a student’s schedule of classes

7

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On Your Own Activity: View a student’s schedule of classes Steps: Action:

1) On the Banner main menu enter the name of the form.

Type SFAREGQ into the Direct Access field on the Banner Main Menu and press the Enter key. The Registration Query form will appear.

2) Enter the specified term to search for the student registration data.

Type the term into the term field or double click inside the field to retrieve the Term Code Validation Field. Select the desired term.For this exercise, enter 200109 for Fall 2001.

3) Enter the Student’s Banner ID number. Type in the name of the student or perform a person search. For this activity, enter 003441395.

4) Move to the next block. Click on the Next Block button or press the Ctrl+PageDown keys. The registration history for the selected student and term will appear in the next block on the SFAREGQ form.

5) Observe the registration schedule for the student selected.

6) Return to Banner’s main menu. Click on the red door icon (Exit) or press the Ctrl+Q keys. The Main Menu Form will appear.

Lesson 1: Student Status and SchedulingOn Your Own Activity: View a student’s schedule of classes

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On Your Own Activity Review: Determine if a student is registered

Review the following information:• Course Reference Number

(CRN): Formerly known as the Call Number

• Subject• Course Number• Section Number• Days & Time• Total Credit Hours (using the

horizontal scrollbar)• Building Location (using the

horizontal scrollbar)• Credit Hour (using the

horizontal scrollbar)• Campus (using the horizontal

scrollbar)• Instructor (using the horizontal

scrollbar)

Review the following information:• Course Reference Number

(CRN): Formerly known as the Call Number

• Subject• Course Number• Section Number• Days & Time• Total Credit Hours (using the

horizontal scrollbar)• Building Location (using the

horizontal scrollbar)• Credit Hour (using the

horizontal scrollbar)• Campus (using the horizontal

scrollbar)• Instructor (using the horizontal

scrollbar)

Lesson 1: Student Status and SchedulingOn Your Own Activity Review: Determine if a student is registered

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Topic 2: Accessing tuition and fees charged to a student

Reviewing the tuition and fees charged to a student during their time as a registered student can be accessed using the Account Detail Review Form (TSAAREV).The Account Detail Review Form (TSAAREV) is used to enter and review charge and payment information about an account. The balance of the account and the current amount due are calculated and displayed on the last line of this form. Any changes to the account information will modify these balances.

Lesson 1: Student Status and SchedulingTopic 2: Accessing tuition and fees charged to a student

Note that this form is a view only form…and cannot be maintained by S/C/D. It is maintained by Accounts Receivable.

Note that this form is a view only form…and cannot be maintained by S/C/D. It is maintained by Accounts Receivable.

What you will learn in this topic:

• How to view a student’s tuition and fee charges using the Account Detail Review Form (TSAAREV).

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Procedure: Accessing tuition and fees charged to a student

1) Type TSAAREV into the Direct Access field on the Banner Main Menu. The Account Detail Review Form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field. The student’s name will appear.

3) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block.

1) Type TSAAREV into the Direct Access field on the Banner Main Menu. The Account Detail Review Form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field. The student’s name will appear.

3) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block.

Lesson 1: Student Status and SchedulingTopic 2: Accessing tuition and fees charged to a student

2

3

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Discussion: Accessing tuition and fees charged to a student

Note the following types of information:

a) Description: Detailed description of the fee/payment

b) Term: Term to which the transaction was applied

c) Charge/Payment

d) Balance: Balance at the time of the record/line item

e) Effective Date: Posting date of transaction

f) Balance information

Note the following types of information:

a) Description: Detailed description of the fee/payment

b) Term: Term to which the transaction was applied

c) Charge/Payment

d) Balance: Balance at the time of the record/line item

e) Effective Date: Posting date of transaction

f) Balance information

Lesson 1: Student Status and SchedulingTopic 2: Accessing tuition and fees charged to a student

a b c d e

f

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Procedure: Accessing tuition and fees charged to a student

1) Click on the red door icon (exit) to return the Main Menu.

1) Click on the red door icon (exit) to return the Main Menu.

Lesson 1: Student Status and SchedulingTopic 2: Accessing tuition and fees charged to a student

4

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On Your Own Activity: Access tuition and fees charged to a studentSteps: Action:

1) On the Banner main menu enter the name of the form.

Type TSAAREV into the Direct Access field on the Banner Main Menu and press the Enter key. The Account Detail Review form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field.

Type in the name of the student or perform a person search. For this activity, enter 003441395.

3) Click on the Next Block or press the Ctrl + PageDown keys.

Data will appear in the next block.

4) Observe the tuition and fees charged to the student.

5) Return to Banner’s main menu. Click on the red door icon (exit) or press the Ctrl+Q keys. The Main Menu form will appear.

Lesson 1: Student Status and SchedulingOn Your Own Activity: Access tuition and fees charged to a student

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On Your Own Activity Review: Access tuition and fees charged to a student

Note the following types of information:

a) Description

b) Term

c) Charge/Payment

d) Balance

e) Effective Date

f) Balance information

Note the following types of information:

a) Description

b) Term

c) Charge/Payment

d) Balance

e) Effective Date

f) Balance information

Lesson 1: Student Status and SchedulingOn Your Own Activity Review: Access tuition and fees charged to a student

a b c d e

f

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Topic 3: Reviewing term registration history

Banner will allow you to review registration history of students for a specified school term using the Student Course Registration Audit Form (SFASTCA).

The Student Course Registration Audit Form (SFASTCA) displays the following information:• Results of course requests saved to the database • Registration processing through telephone and Web registration• All registration transactions including fatal errors and overrides

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

What you will learn in this topic:

• How to view a student’s registration history using the Student Course Registration Audit Form (SFASTCA).

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Procedure: Reviewing term registration history

1) Type SFASTCA into the Direct Access field on the Banner Main Menu. The Student Course Registration Audit form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFAREGQ form.

1) Type SFASTCA into the Direct Access field on the Banner Main Menu. The Student Course Registration Audit form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFAREGQ form.

2

4

3

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

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Procedure: Review term registration history

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block of the form containing the student record for the term specified.

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the next block of the form containing the student record for the term specified.

65

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

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Discussion: Review term registration history

a) Course information

b) Message: Message which helps define the error code below. Possible messages can be seen on STVRSTS:– Cancelled Course– Closed Course– Etc.

c) “E”: Error code (if applicable) regarding the registration for that transaction. The following codes will be used:– “D”- Course has been

dropped from the schedule– “O”- An override was used

to register the student– “F”- Fatal error occurred

which did not permit the registration for the course (in which case read the Message field).

a) Course information

b) Message: Message which helps define the error code below. Possible messages can be seen on STVRSTS:– Cancelled Course– Closed Course– Etc.

c) “E”: Error code (if applicable) regarding the registration for that transaction. The following codes will be used:– “D”- Course has been

dropped from the schedule– “O”- An override was used

to register the student– “F”- Fatal error occurred

which did not permit the registration for the course (in which case read the Message field).

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

ac

b

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Discussion:: Review term registration history

d) Credit hours

e) Add Date: When the course was added

d) Credit hours

e) Add Date: When the course was added

d

c

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

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Procedure: Review term registration history

5) Click the red door icon (exit) to return the Main Menu.

5) Click the red door icon (exit) to return the Main Menu.

Lesson 1: Student Status and SchedulingTopic 3: Reviewing term registration history

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On Your Own Activity: Review term registration historySteps: Action:

1) On the Banner main menu enter the name of the form.

Type SFASTCA into the Direct Access field on the Banner Main Menu and press the Enter key. The Student Course Registration Audit Form will appear.

2) Type the Term into the term field. Type the desired term or double click inside the field to bring up the Term Code Validation form.For this exercise, select 200109 for Fall 2001.

3) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field.

Type in the name of the student or perform a person search. For this activity, enter 003441395.

4) Click on the Next Block or press the Ctrl + PageDown keys.

Data will appear in the next block.

5) Review the registration history for this student-term combination.

6) Return to Banner’s main menu. Click on the red door icon (Exit) or press the Ctrl+Q keys. The Main Menu Form will appear.

Lesson 1: Student Status and SchedulingOn Your Own Activity: Reviewing term registration history

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On Your Own Activity Review: Review term registration history

Review the following information:a) Course information

b) Message & “E”

c) Credit hours

d) Add Date

Review the following information:a) Course information

b) Message & “E”

c) Credit hours

d) Add Date

Lesson 1: Student Status and SchedulingOn Your Own Activity Review: Reviewing term registration history

a

b

c

d

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Topic 4: Querying registered students by class section

Banner conveniently allows you to review the number of students registered in a particular class section using the Class Roster Form (SFASLST)

The purpose of the Class Roster Form (SFASLST) is twofold:

The first intent is to display the section information and the students enrolled in the course.

The second purpose of the form is to allow for the entry of mid-term and final grades. The first step of the grade process is to produce the grade rosters. During this process, class roster data will be sorted by name and the files updated.

Lesson 1: Student Status and SchedulingTopic 4: Querying registered students by class section

What you will learn in this topic:

• How to view a class roster for a specific class using the Class Roster Form (SFASLST).

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Procedure: Querying registered students by class section

1) Type SFASLST into the Direct Access field on the Banner Main Menu. The Class Roster Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFASLST form.

1) Type SFASLST into the Direct Access field on the Banner Main Menu. The Class Roster Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFASLST form.

Lesson 1: Student Status and SchedulingTopic 4: Querying registered students by class section

2

4

3

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Procedure: Querying registered students by class section

1) Enter the Course Reference Number or perform a search using the search icon to the right of the field. Performing a search using the search icon opens the Schedule Section Query form (SSASECQ).

1) Enter the Course Reference Number or perform a search using the search icon to the right of the field. Performing a search using the search icon opens the Schedule Section Query form (SSASECQ).

1

2

Lesson 1: Student Status and SchedulingTopic 4: Querying registered students by class section

5

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Procedure: Querying registered students by class section

1) Enter the abbreviation for a subject in the field labeled “SUBJ” .

2) Enter the course number in the Crse field.

3) Execute the query using the F8 key or the Execute Query icon on the toolbar.

1) Enter the abbreviation for a subject in the field labeled “SUBJ” .

2) Enter the course number in the Crse field.

3) Execute the query using the F8 key or the Execute Query icon on the toolbar.

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8

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Procedure: Querying registered students by class section

1) Click to highlight the record that contains the desired Course Reference Number (CRN).

1) Click to highlight the record that contains the desired Course Reference Number (CRN).

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Discussion: Querying registered students by class section

This will now display the entire class roster.

This will now display the entire class roster.

Lesson 1: Student Status and SchedulingTopic 4: Querying registered students by class section

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Procedure: Querying registered students by class section

1) Click the red door icon (exit) to return the Main Menu.

1) Click the red door icon (exit) to return the Main Menu.

Lesson 1: Student Status and SchedulingTopic 4: Querying registered students by class section

10

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On Your Own Activity: Querying registered students by class sectionSteps: Action:

1) On the Banner main menu enter the name of the form. Type SFASLST into the Direct Access field on the Banner Main Menu and press the Enter key. The Class Roster Form will appear.

3) Type the Term into the Term field. Type the desired term or double click inside the field to bring up the Term Code Validation form. For this activity, select 200109 for Fall 2001

4) Select a course reference number (CRN) using the Section Query via the search icon next to the Course Reference Number field.

Click on the search icon then select the Section Query option from the window. This will open the Schedule Section Query Form (SSASECQ).

5) Perform a query for the CRN. Enter “A H” (for Art History) in the Subj field. Enter “1110” in the Crse field. Note the space between “A” and “H” in the subject code “A H”. Execute the query by clicking the Execute Query icon or press the F8 key.

6) Select the CRN, Subject, Course Number, Section number you desire.

Double-click the CRN 23319.

6) Click on the Next Block or press the Ctrl + PageDown keys.

Data will appear in the next block.

8) Review the student’s registered for this class.

9) Return to Banner’s main menu. Click on the red door icon (exit) or press the Ctrl+Q keys. The Main Menu form will appear.

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On Your Own Activity Review: Querying registered students by class section

Lesson 1: Student Status and SchedulingOn Your Own Activity: Querying registered students by class section

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Lesson Review: Student Status and Schedule

Lesson 1: Student Status and Schedule Lesson Review

Form Uses

Registration Query Form (SFAREGQ)SIS Equivalent: None

Used to view a student’s schedule of classes

Account Detail Review Form (TSAAREV)SIS Equivalent: None

Used to view tuition and fees charged to a student as well as account balances.

Student Course Registration Audit Form (SFASTCA)SIS Equivalent: None

Used to review a student’s registration history for a specific term.

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Lesson 2: Determining Course Registration Restrictions

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Lesson 2: Overview and Agenda

Lesson 2: Course Registration RestrictionsOverview and Agenda

Lesson Overview

This lesson is meant to demonstrate how to retrieve additional registration information such as course fees and look at how permits/overrides are defined.

Lesson Overview

This lesson is meant to demonstrate how to retrieve additional registration information such as course fees and look at how permits/overrides are defined.

Lesson Agenda

Topic 1: Determine course material fees for a class section (SSADETL)Topic 2: Access defined registration permits/overrides (SFAROVR)

Lesson Agenda

Topic 1: Determine course material fees for a class section (SSADETL)Topic 2: Access defined registration permits/overrides (SFAROVR)

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Topic 1: Determine course material fees for a course section

School or college personnel may need to determine the fees associated with a particular course section, or subject.

The purpose of the Schedule Detail Form (SSADETL) is to build and maintain detail schedule information, according to the definitions and restrictions created in the Course Catalog.

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

What you will learn in this topic:

• How to view course fees for a specific course section using the Schedule Detail Form (SSADETL).

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Procedure: Determine course material fees for a course section

1) Type SSADETL into the Direct Access field on the Banner Main Menu. The Schedule Detail Form will appear.

2) Enter the term in which to conduct the search. Double clicking inside the term field will display an Options List Box.

3) Using the mouse, click on the List of Valid Terms option. The Term Code Validation window will appear.

1) Type SSADETL into the Direct Access field on the Banner Main Menu. The Schedule Detail Form will appear.

2) Enter the term in which to conduct the search. Double clicking inside the term field will display an Options List Box.

3) Using the mouse, click on the List of Valid Terms option. The Term Code Validation window will appear.

2

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

2

3

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Procedure: Determine course material fees for a course section

1) Using the scroll bar inside the window, scroll to find the desired term.

2) Double click the desired term to highlight and select, or click “OK” button to return the term to the SSADETL form.

1) Using the scroll bar inside the window, scroll to find the desired term.

2) Double click the desired term to highlight and select, or click “OK” button to return the term to the SSADETL form.

6

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

45

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Procedure: Determine course material fees for a course section

1) Enter the Course Reference Number (CRN) or double click inside the field to open the Schedule Section Query form (SSASECQ) .

1) Enter the Course Reference Number (CRN) or double click inside the field to open the Schedule Section Query form (SSASECQ) .

6

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

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Procedure: Determine course material fees for a course section

1) Enter the Subject abbreviation in the SUBJ field and the Course number in the Crse field.

2) Execute the query using the Execute Query icon on the toolbar or the F8 key.

1) Enter the Subject abbreviation in the SUBJ field and the Course number in the Crse field.

2) Execute the query using the Execute Query icon on the toolbar or the F8 key.

7

8

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Procedure: Determine course material fees for a course section

1) Scroll inside the window using the scroll bars to find the desired CRN (if necessary).

2) Double click the CRN field to return the record to the SSADETL form.

1) Scroll inside the window using the scroll bars to find the desired CRN (if necessary).

2) Double click the CRN field to return the record to the SSADETL form.

9

10

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

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Procedure: Determine course material fees for a course section

1) Click on the Next Block icon in the toolbar or press the Ctrl + PageDown keys. Data will appear in the next block of the form.

2) Select the Section Fees option from the Options menu.

1) Click on the Next Block icon in the toolbar or press the Ctrl + PageDown keys. Data will appear in the next block of the form.

2) Select the Section Fees option from the Options menu.

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

11

12

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Discussion: Determine course material fees for a course section

Note the applicable fee description and amount in the Section Fees block of information.

Note the applicable fee description and amount in the Section Fees block of information.

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

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Procedure: Determine course material fees for a course section

13) Click the red door icon (exit) to return the Main Menu.

13) Click the red door icon (exit) to return the Main Menu.

Lesson 2: Course Registration RestrictionsTopic 1: Determine course material fees for a course section

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On Your Own Activity: Determine course material fees for a course section Steps: Action:

1) On the Banner main menu enter the name of the form.

Type SSADETL into the Direct Access field on the Banner Main Menu and press the Enter key. The Schedule Detail form will appear.

2) Enter the specified term to search for course material fees.

Type the term into the term field or double click inside the field to retrieve the Options List Box. Click the valid term options list. Select the desired Term Code Validation field.

3) Select the term necessary to view the fee information.

Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SSADETL form.For this exercise, enter 200109 for Fall 2001.

4) Enter the Course Reference Number (CRN) inside the Course Reference Number (CRN) field.

Type 87401.

5) View the section fees. Select the Section Fees option from the Options menu.

6) Return to Banner’s main menu. Click on the red door icon (Exit) or press the Ctrl+Q keys. The Main Menu Form will appear.

Lesson 2: Course Registration RestrictionsOn Your Own Activity: Determine course material fees for a course section

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On Your Own Activity Review: Determine course material fees for a course section

Note the applicable fee description and amount in the Section Fees block of information.

Note the applicable fee description and amount in the Section Fees block of information.

Lesson 2: Course Registration RestrictionsOn Your Own Activity: Determine course material fees for a course section

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Topic 2: Accessing defined registration permits

The Registration Permit-Override Control Form (SFAROVR) defines the types of permits and overrides that can be performed for a term, and the specific conditions a permit or override governs (i.e. closed class, pre-requisites, co-requisites, etc.).

Lesson 2: Course Registration RestrictionsTopic 2: Accessing defined registration permits

What you will learn in this topic:

• How to view the definitions of the different types of permits using the Registration Permit-Override Control Form (SFAROVR).

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Procedure: Accessing defined registration permits

1) Type SFAROVR into the Direct Access field on the Banner Main Menu. The Registration Permits-Override form appears.

2) Enter the term in which to conduct the search or double click inside the term field. The Term Code Validation window will appear.

1) Type SFAROVR into the Direct Access field on the Banner Main Menu. The Registration Permits-Override form appears.

2) Enter the term in which to conduct the search or double click inside the term field. The Term Code Validation window will appear.

2

Lesson 2: Course Registration RestrictionsTopic 2: Accessing defined registration permits

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Procedure: Accessing defined registration permits

1) Double click the desired term to highlight and select, or click “OK” button to return the term to the SFAROVER form.

1) Double click the desired term to highlight and select, or click “OK” button to return the term to the SFAROVER form.

3

Lesson 2: Course Registration RestrictionsTopic 2: Accessing defined registration permits

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Procedure: Accessing defined registration permits

1) Click on the Next Block icon in the toolbar or press the Ctrl + PageDown keys. Data will appear in the next block of the form.

2) Use the scroll bars to view the different rules/definitions for each Permit code.

1) Click on the Next Block icon in the toolbar or press the Ctrl + PageDown keys. Data will appear in the next block of the form.

2) Use the scroll bars to view the different rules/definitions for each Permit code.

4

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Discussion: Accessing defined registration permits

Current Permit Codes:• Class Restriction• Closed Class• Co-requisite requirement met• College Restriction• Departmental Permission• Level Restriction• Major Restriction• Pre-requisite met

Note: The titles are indicative of their associated override rules shown by the check marks/boxes.

Current Permit Codes:• Class Restriction• Closed Class• Co-requisite requirement met• College Restriction• Departmental Permission• Level Restriction• Major Restriction• Pre-requisite met

Note: The titles are indicative of their associated override rules shown by the check marks/boxes.

Lesson 2: Course Registration RestrictionsTopic 2: Accessing defined registration permits

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Procedure: Accessing defined registration permits

1) Click on the red door icon (exit) to return the Main Menu.

1) Click on the red door icon (exit) to return the Main Menu.

6

Lesson 2: Course Registration RestrictionsTopic 2: Accessing defined registration permits

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Lesson Review: Course Registration Restrictions

Lesson 2: Course Registration RestrictionsLesson Review

Form Uses

Schedule Detail Form (SSADETL)SIS Equivalent: None

Used to view course material fees.

Registration Permit-Overrides Control Form (SFAROVR)SIS Equivalent: None

Used to view registration permit definitions.

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Lesson 3: Student Registration Restrictions

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Lesson 3: Overview and Agenda

Lesson 3: Student Registration Restrictions Overview and Agenda

Lesson Overview

This lesson is meant to demonstrate how to best retrieve additional registration information based on a defined student identification number specified term of study.

Lesson Overview

This lesson is meant to demonstrate how to best retrieve additional registration information based on a defined student identification number specified term of study.

Lesson Agenda

Topic 1: Access registration permits/overridesTopic 2: Determine maximum registered credit hours Topic 3: Access course prerequisites completion and transcripts

Lesson Agenda

Topic 1: Access registration permits/overridesTopic 2: Determine maximum registered credit hours Topic 3: Access course prerequisites completion and transcripts

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Topic 1: Accessing registration permits/overrides

School or college personnel may need to determine if a permit or override is active in the system that will allow a student to register for a course(s).

The purpose of the Registration Permit-Override Form (SFASRPO) is to assign specific permit-override codes to individual students within a specific term and class.

NOTE: Departments will no longer be able to register students. When a permit is granted, the student should be instructed to register for the class via the web, phone, or Registrar’s office.

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

What you will learn in this topic:

• How to view and place permit/overrides that allow a student to register for a specific class using the Registration Permit-Override Form (SFASRPO).

NOTE: The procedure in this topic is not to be confused with releasing/placing a hold. Use the Hold Information Form (SOAHOLD) to release/place a hold.

NOTE: The procedure in this topic is not to be confused with releasing/placing a hold. Use the Hold Information Form (SOAHOLD) to release/place a hold.

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Procedure: Accessing registration permits/overrides

1) Type SFASRPO into the Direct Access field on the Banner Main Menu. The Student Registration Permit-Override Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFARSPO form.

1) Type SFASRPO into the Direct Access field on the Banner Main Menu. The Student Registration Permit-Override Form will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFARSPO form.

2

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

3

4

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Procedure: Accessing registration permits/overrides

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the Permit block.

1) Enter the student’s Banner ID number or perform a person search by student name.

2) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the Permit block.

5

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

6

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Discussion: Accessing registration permits/overrides

You can now review the following:a) The type of permit that was

granted to the student.b) The CRN for which the permit

was granted (may also include other sections of the class or simply the subject/course combination).

c) Who granted the permit (listed by WSU access id) as well as when it was granted(using the horizontal scrollbar).

You can now review the following:a) The type of permit that was

granted to the student.b) The CRN for which the permit

was granted (may also include other sections of the class or simply the subject/course combination).

c) Who granted the permit (listed by WSU access id) as well as when it was granted(using the horizontal scrollbar).

NOTE: The data that is being used in the standup training instance of Banner may differ from what is recorded in this book. HOWEVER, all procedures are correct.

NOTE: The data that is being used in the standup training instance of Banner may differ from what is recorded in this book. HOWEVER, all procedures are correct.

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

a b c

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Procedure: Accessing registration permits/overrides

To grant a permit/override for the student follow the steps below:

7) Click the Insert Record icon on the toolbar or press the F6 key.

8) Double-click within the Permit field to choose the type of permit that is appropriate

To grant a permit/override for the student follow the steps below:

7) Click the Insert Record icon on the toolbar or press the F6 key.

8) Double-click within the Permit field to choose the type of permit that is appropriate

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

7

8

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Procedure: Accessing registration permits/overrides

1) Enter the CRN for the applicable class the permit/override is for (may also include other sections of the class or simply the subject/course combination).

2) If it is not known, click on the Search icon to perform a search using the Search for Sections (SFQSECM) option.

1) Enter the CRN for the applicable class the permit/override is for (may also include other sections of the class or simply the subject/course combination).

2) If it is not known, click on the Search icon to perform a search using the Search for Sections (SFQSECM) option.

9

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Procedure: Accessing registration permits/overrides

1) At a minimum enter the Subject code in the Subj field and Course number in the Crse field.

2) Execute the query by clicking the Execute Query toolbar icon or pressing the F8 key.

1) At a minimum enter the Subject code in the Subj field and Course number in the Crse field.

2) Execute the query by clicking the Execute Query toolbar icon or pressing the F8 key.

910 11

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Procedure: Accessing registration permits/overrides

1) Select the CRN to grant a permit/override to by double-clicking on the CRN to return the value to SFASRPO.

1) Select the CRN to grant a permit/override to by double-clicking on the CRN to return the value to SFASRPO.

12

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

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Procedure: Accessing registration permits/overrides

1) Apply the permit by clicking on the Save icon or pressing the F10 key.

2) Click on the red door icon (exit) to return the Main Menu.

1) Apply the permit by clicking on the Save icon or pressing the F10 key.

2) Click on the red door icon (exit) to return the Main Menu.

Lesson 3: Student Registration Restrictions Topic 1: Accessing registration permits/overrides

13

14

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On Your Own Activity: Accessing registration permits/overrides Steps: Action:

1) On the Banner main menu enter the name of the form.

Type SFASRPO into the Direct Access field on the Banner Main Menu and press the Enter key. The Registration Permit/Override form will appear.

2) Enter the specified term to search for student registration data.

Type the term into the term field or double click inside the field to retrieve the Term Code Validation Field. Select the term desired. For this exercise, enter 200109 for Fall 2001.

3) Enter the Student’s Banner ID number. Type in the name of the student or perform a person search. For this activity, enter 003441395.

4) Click on the Next Block button or press the Ctrl + PageDown keys.

The registration permit-override history for the selected student and term will appear in the next block of the SFASRPO form.

5) Observe the permit and override history as well as the registration class schedule for the student selected.

Observe information in the separate blocks of the form.

7) Return to Banner’s main menu. Click on the red door icon (Exit) or press the Ctrl+Q keys. The Main Menu Form will appear.

Lesson 3: Student Registration Restrictions On Your Own Activity: Accessing registration permits/overrides

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On Your Own Activity Review: Accessing registration permits/overrides

You can now review the following:A. The type of permit that was

granted to the student.B. The CRN for which the permit

was grantedC. Who granted the permit (listed

by WSU access id) as well as when it was granted(using the horizontal scrollbar).

You can now review the following:A. The type of permit that was

granted to the student.B. The CRN for which the permit

was grantedC. Who granted the permit (listed

by WSU access id) as well as when it was granted(using the horizontal scrollbar).

A B C

Lesson 3: Student Registration Restrictions On Your Own Activity Review: Accessing registration permits/overrides

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On Your Own Activity Review: Accessing registration permits/overrides

REMEMBER: Departments will no longer be able to register students. When a permit is granted, the student should be instructed to register for the class via the web, phone, or Registrar’s office.

REMEMBER: Departments will no longer be able to register students. When a permit is granted, the student should be instructed to register for the class via the web, phone, or Registrar’s office.

Lesson 3: Student Registration Restrictions On Your Own Activity Review: Accessing registration permits/overrides

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Topic 2: Determining maximum registered credit hours Banner allows you to view the maximum number of credits in which a specific class of student (I.e. graduate, undergraduate, etc.) can enroll for a specific term, using the Registration Maximum Hours Form (SFAMHRS).

Lesson 3: Student Registration Restrictions Topic 2: Determining maximum registered credit hours

What you will learn in this topic:

• How to view the maximum hours different class of student’s can enroll in using the Registration Maximum Hours Form (SFAMHRS).

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Procedure: Determining maximum registered credit hours

1) Type SFAMHRS into the Direct Access field on the Banner Main Menu. The Registration Maximum Hours Form (SFAMHRS) will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFARSPO form.

1) Type SFAMHRS into the Direct Access field on the Banner Main Menu. The Registration Maximum Hours Form (SFAMHRS) will appear.

2) Enter term in which to conduct the search. Double clicking inside the term field will display the Term Code Validation Field window.

3) Scroll inside the window using the scroll bars to find the desired term.

4) Double click on the term highlighted or select the “OK” button to return the term to the calling form or to the SFARSPO form.

2

Lesson 3: Student Registration Restrictions Topic 2: Determining maximum registered credit hours

3

4

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Procedure: Determining maximum registered credit hours

1) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the block below showing the class level with it’s corresponding maximum credit hours allowed value.

2) Click on the red door icon (exit) to return the Main Menu.

1) Click on the Next Block or press the Ctrl + PageDown keys. Data will appear in the block below showing the class level with it’s corresponding maximum credit hours allowed value.

2) Click on the red door icon (exit) to return the Main Menu.

6

Lesson 3: Student Registration Restrictions Topic 2: Determining maximum registered credit hours

5

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Topic 3: Accessing course prerequisite completion/transcripts

What you will learn in this topic:

1) How to use the Course Summary Form (SHACRSE) to view the courses a student has completed.

Assume you need to verify if a student has taken a specific course such as a course that is a pre-requisite. You can use the Course Summary Form (SHACRSE) to view the courses that a student has completed for a specific term (or all terms).

This topic will focus on how to view information about courses a student has taken. In some respects it is similar to viewing a transcript without term and GPA summaries.

The information on this form is similar to the TOOK screen in the old SIS system.

The information on this form is similar to the TOOK screen in the old SIS system.

Lesson 3: Student Registration Restrictions Topic 3: Accessing course prerequisite completion/transcripts

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Procedure: View the courses a student has completed for a specific term or all terms

Navigate to the SHACRSE form.

1) Type SHACRSE into the Direct Access field on the Banner Main Menu and press the Enter key. The Course Summary Form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field. The student’s name will appear.

3) Click on the Next Block button or press the Ctrl+PageDown keys. Data will appear in the next block.

Navigate to the SHACRSE form.

1) Type SHACRSE into the Direct Access field on the Banner Main Menu and press the Enter key. The Course Summary Form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field. The student’s name will appear.

3) Click on the Next Block button or press the Ctrl+PageDown keys. Data will appear in the next block.

NOTE: Forms such as SHATERM or SHASUBJ should be used to view transfer credit.

NOTE: Forms such as SHATERM or SHASUBJ should be used to view transfer credit.

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Lesson 3: Student Registration Restrictions Topic 3: Accessing course prerequisite completion/transcripts

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Procedure: View the courses a student has completed for a specific term or all terms

4) Click on the down scroll bar on the right side of the block to view course information (if applicable).

4) Click on the down scroll bar on the right side of the block to view course information (if applicable).

The Course Summary Form displays a list of all courses the student has completed for all of the terms they have attended.

This form may also be used to query for courses taken by the student for a particular term. This information will only include WSU work.

The Course Summary Form displays a list of all courses the student has completed for all of the terms they have attended.

This form may also be used to query for courses taken by the student for a particular term. This information will only include WSU work.

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Lesson 3: Student Registration Restrictions Topic 3: Accessing course prerequisite completion/transcripts

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Discussion: View the courses a student has completed for a specific term or all terms

Most of the descriptions of the fields are self-explanatory. The following fields have descriptions that are less obvious:

a) PT: This field is used to specify the part-of-term in which the section is offered. For a list; double-click in the PT field or view the Part of Term Code Validation Form (STVPTRM).

b) CRN: This is the course reference number. It is a unique number assigned to the course at the time the student took it.

Most of the descriptions of the fields are self-explanatory. The following fields have descriptions that are less obvious:

a) PT: This field is used to specify the part-of-term in which the section is offered. For a list; double-click in the PT field or view the Part of Term Code Validation Form (STVPTRM).

b) CRN: This is the course reference number. It is a unique number assigned to the course at the time the student took it.

a b

Lesson 3: Student Registration Restrictions Topic 3: Accessing course prerequisite completion/transcripts

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Discussion: View the courses a student has completed for a specific term or all terms

c) Md: This is the grade mode that is used.

S: Standard letter grades

P:Pass/Fail

C: Credit by exam

d) Rpt – This is the Repeat Course indicator. It is used to flag a student’s course as repeated for inclusion or exclusion in GPA calculation.

(I)-included

(E)-excluded

(A)-excluded from earned hours but averaged into GPA.

c) Md: This is the grade mode that is used.

S: Standard letter grades

P:Pass/Fail

C: Credit by exam

d) Rpt – This is the Repeat Course indicator. It is used to flag a student’s course as repeated for inclusion or exclusion in GPA calculation.

(I)-included

(E)-excluded

(A)-excluded from earned hours but averaged into GPA.

dc

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Procedure: View the courses a student has completed for a specific term or all terms

Now return to Banner’s main menu.

4) Click on the red door icon (exit) or press the Ctrl+Q keys. The Main Menu form will appear.

Now return to Banner’s main menu.

4) Click on the red door icon (exit) or press the Ctrl+Q keys. The Main Menu form will appear.

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Lesson 3: Student Registration Restrictions Topic 3: Accessing course prerequisite completion/transcripts

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Steps:

Action:

1) At Banner’s Main Menu, enter the name of the form.

Type SHACRSE into the Direct Access field and press the Enter key. The Course Summary Form will appear.

2) Enter the Student’s Banner ID number by typing the student’s ID number into the ID field.

Type 000415822. The student’s name will appear.

3) Click on the Next Block button or press the Ctrl+PageDown keys. Data will appear in the next block.

Data will appear in the next block.

4) View the data. Click on the down scroll bar button on the right side of the block. Additional data will appear.

5) Return to Banner’s main menu.

Click on the red door icon (exit) or press the Ctrl+Q keys. The Main Menu form will appear.

On Your Own Activity: View the courses a student has completed for all terms

Lesson 3: Student Registration Restrictions On Your Own Activity: Access course prerequisite completion/transcripts

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On Your Own Activity Review: View the courses a student has completed for all terms

Most of the descriptions of the fields are self-explanatory. The following fields have descriptions that are less obvious:

a) PT: Part of Term code

b) CRN: This is the course reference number.

c) Md: This is the grade mode that is used.

d) Rpt – This is the Repeat Course indicator.

(I)-included

(E)-excluded

(A)-excluded from earned hours but averaged into GPA.

Most of the descriptions of the fields are self-explanatory. The following fields have descriptions that are less obvious:

a) PT: Part of Term code

b) CRN: This is the course reference number.

c) Md: This is the grade mode that is used.

d) Rpt – This is the Repeat Course indicator.

(I)-included

(E)-excluded

(A)-excluded from earned hours but averaged into GPA.

a b c d

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Lesson Review: Student Registration Restrictions

Lesson 3: Student Registration RestrictionsLesson Review

Form Uses

Student Registration Permit-Override Form (SFASRPO)SIS Equivalent: None

Used to view and grant registration permits for a specific student.

Registration Maximum Hours Form (SFAMHRS)SIS Equivalent: None

Used to determine the maximum credit hours different classes of students (undergraduate, graduate, etc.) can register for.